FSXFX Mutual Fund

FSXFX Mutual Fund

NAV$14.06
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Returns Overview

1 Month
-1.43%
3 Months
+2.00%
6 Months
+5.26%
YTD
+6.97%
1 Year
+15.07%
3 Years (annualized)
+11.86%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FSXFX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

This Mutual Fund (YTD)
+6.97%
Peer Avg (YTD)
+6.99%
vs Peers
-0.02%

FSXFX Mutual Fund Performance

FSXFX performance across multiple time periods: 1-month -1.43%, YTD 6.97%, 1-year 15.07%, 3-year 11.86%.

FSXFX returns trail the peer average of 6.99% YTD. With an expense ratio of 0.35%, investors should weigh costs against performance when evaluating this mutual fund.

FSXFX vs another fund shows side-by-side returns. FSXFX alternatives are available in the Mutual Fund Screener.